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• Statuses – These include the Initial Status (i.e., status a System Element will automatically be set to upon creation) and any/all possible statuses that may follow. See System Element Statuses for more information.
• Allowed Transitions – Allowed Transitions consist of “from” and “to” values. The Allowed Transitions define which statuses the current System Element Status can transition directly to within a life cycle.

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1. From the Configure menu on the Top-Level Navigation toolbar, select Workflows, Etc from the drop-down Options.
2. From the configuration options along the left side of the screen, click the downward arrow next to System Elements and select Life Cycles from the drop-down menu.  This will open the System Element Life Cycles dictionary.
3. Click the New button at the top of the top of the screen. This will open the New Life Cycle form.
4. Enter a Name for the new life cycle.
5. Provide a Description for the new life cycle. The description should provide enough detail to inform the future assignment of that life cycle.
6. Select a Default Initial Status using the field drop-down menu, which lists values from the System Element Status dictionary. 
   1. See System Element Statuses for guidance on creating statuses.
7. Enter the  Enter the Default Initial Name to be used for the initial status. This can be the same or differ from that of the associated status.
8. Make selections from the Statuses for Import drop-down menu, which lists values from the System Element Status dictionary. Select every status that shall be permitted with a bulk import of System Element. That is, when using the import feature to bulk create/update System Element records, only the selected statuses will be supported.
9. Define an Allowed Transition for the first listed status by clicking the Add Transition button under the status name. Note: Initially, you will see the text “Final Status” below each imported Case Status. As soon as you add a transition to that System Element Status, this text will disappear.
10. Enter a Transition Name for this Allowed Transition and then select the System Element Status that it will Transition to from the drop-down menu.
11. If the use of an Allowed Transition should be restricted to only certain Users, utilize the Restricted by Permission search field to select the User Permissions setting.
12. Check the box next to the “Undo” Allowed option only if the "undo" capability should be allowed with this transition. 
13. If multiple Allowed Transition options should be available from a single System Element Status:
14. Use the Add Transition button to add an additional Allowed Transition.
    1. Repeat the above steps (10-12) to define each Allowed Transition.
    2. Complete the Allowed Transitions for all listed System Element Statuses. There should be one status that is considered the end of the life cycle. There should be no Allowed Transitions from that status, and it will keep the Final Status designation.
15. Click the OK button to save the new System Element Life Cycle. 
16. The new life cycle will be listed in the System Element Life Cycles dictionary.

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